PFM vs. YLDE ETF Comparison
Comparison of PowerShares Dividend Achievers (PFM) to ClearBridge Dividend Strategy ESG ETF (YLDE)
PFM
PowerShares Dividend Achievers
PFM Description
The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.
Grade (RS Rating)
Last Trade
$46.30
Average Daily Volume
27,100
Number of Holdings
*
418
* may have additional holdings in another (foreign) market
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$50.29
Average Daily Volume
3,232
Number of Holdings
*
52
* may have additional holdings in another (foreign) market
Performance
| Period | PFM | YLDE |
|---|---|---|
| 30 Days | 2.36% | 2.63% |
| 60 Days | 5.19% | 4.92% |
| 90 Days | 8.91% | 7.07% |
| 12 Months | 28.55% | 24.41% |
34 Overlapping Holdings
| Symbol | Grade | Weight in PFM | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.92% | 2.12% | 2.12% | |
| AMT | C | 0.48% | 2.07% | 0.48% | |
| APD | B | 0.28% | 1.34% | 0.28% | |
| AVGO | C | 3.52% | 2.67% | 2.67% | |
| BDX | D | 0.3% | 2.89% | 0.3% | |
| CMCSA | C | 0.69% | 2.89% | 0.69% | |
| CSCO | B | 0.92% | 1.06% | 0.92% | |
| DTE | A | 0.11% | 1.06% | 0.11% | |
| EIX | B | 0.14% | 1.18% | 0.14% | |
| HD | B | 1.73% | 1.66% | 1.66% | |
| HON | C | 0.58% | 1.47% | 0.58% | |
| JNJ | C | 1.7% | 1.43% | 1.43% | |
| JPM | D | 2.62% | 3.04% | 2.62% | |
| KO | B | 1.34% | 2.22% | 1.34% | |
| LIN | B | 0.99% | 2.64% | 0.99% | |
| MDLZ | C | 0.43% | 0.15% | 0.15% | |
| MET | B | 0.24% | 1.49% | 0.24% | |
| MRK | F | 1.27% | 2.02% | 1.27% | |
| MSFT | C | 4.06% | 4.01% | 4.01% | |
| NUE | D | 0.16% | 0.86% | 0.16% | |
| ORCL | B | 1.98% | 2.18% | 1.98% | |
| PG | C | 1.77% | 1.71% | 1.71% | |
| PNC | C | 0.32% | 1.22% | 0.32% | |
| PPG | C | 0.13% | 0.96% | 0.13% | |
| SBUX | C | 0.47% | 1.16% | 0.47% | |
| SRE | B | 0.23% | 3.24% | 0.23% | |
| TRV | C | 0.24% | 2.69% | 0.24% | |
| TXN | B | 0.81% | 0.69% | 0.69% | |
| UNH | C | 2.31% | 1.67% | 1.67% | |
| UNP | D | 0.66% | 1.85% | 0.66% | |
| UPS | D | 0.41% | 0.48% | 0.41% | |
| V | C | 1.98% | 2.72% | 1.98% | |
| VMC | C | 0.14% | 2.1% | 0.14% | |
| WM | D | 0.36% | 1.51% | 0.36% |
PFM Overweight 384 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | B | 2.82% | |
| XOM | D | 2.26% | |
| MA | B | 1.94% | |
| COST | C | 1.74% | |
| ABBV | B | 1.49% | |
| BAC | D | 1.33% | |
| CVX | F | 1.17% | |
| PEP | D | 1.01% | |
| MCD | B | 0.94% | |
| ACN | C | 0.92% | |
| IBM | B | 0.88% | |
| ABT | C | 0.86% | |
| DHR | B | 0.86% | |
| VZ | A | 0.82% | |
| PM | C | 0.82% | |
| QCOM | D | 0.81% | |
| CAT | B | 0.81% | |
| INTU | D | 0.78% | |
| AMGN | D | 0.77% | |
| NEE | B | 0.75% | |
| PFE | D | 0.73% | |
| MS | B | 0.72% | |
| SPGI | C | 0.7% | |
| RTX | B | 0.69% | |
| GS | B | 0.68% | |
| LOW | B | 0.66% | |
| BLK | B | 0.61% | |
| SYK | C | 0.6% | |
| LMT | A | 0.6% | |
| ETN | C | 0.57% | |
| ELV | D | 0.53% | |
| CB | B | 0.51% | |
| PLD | C | 0.51% | |
| MDT | B | 0.5% | |
| ADI | C | 0.49% | |
| ADP | C | 0.49% | |
| MMC | C | 0.48% | |
| NKE | D | 0.46% | |
| KLAC | D | 0.45% | |
| BMY | C | 0.45% | |
| SO | B | 0.43% | |
| SHW | B | 0.42% | |
| ICE | C | 0.4% | |
| DUK | B | 0.39% | |
| TT | B | 0.38% | |
| MCO | C | 0.38% | |
| MO | C | 0.38% | |
| ZTS | B | 0.38% | |
| CL | C | 0.37% | |
| CTAS | C | 0.36% | |
| GD | C | 0.36% | |
| NOC | B | 0.34% | |
| CME | B | 0.34% | |
| APH | C | 0.34% | |
| MSI | B | 0.33% | |
| AON | B | 0.33% | |
| MMM | B | 0.33% | |
| ITW | B | 0.33% | |
| ECL | B | 0.32% | |
| USB | C | 0.31% | |
| TGT | C | 0.31% | |
| CSX | C | 0.29% | |
| RSG | D | 0.28% | |
| EPD | C | 0.28% | |
| AJG | D | 0.27% | |
| MCK | F | 0.27% | |
| ROP | C | 0.26% | |
| EMR | D | 0.26% | |
| AFL | A | 0.26% | |
| O | B | 0.24% | |
| TFC | D | 0.24% | |
| BK | B | 0.23% | |
| PSX | F | 0.23% | |
| AEP | C | 0.23% | |
| ALL | C | 0.22% | |
| GWW | B | 0.22% | |
| KMB | C | 0.21% | |
| PAYX | C | 0.21% | |
| TEL | D | 0.2% | |
| AMP | B | 0.2% | |
| MPLX | B | 0.2% | |
| NDAQ | C | 0.19% | |
| PRU | C | 0.19% | |
| PEG | B | 0.19% | |
| CMI | B | 0.19% | |
| LHX | C | 0.19% | |
| A | C | 0.18% | |
| KR | B | 0.18% | |
| FAST | C | 0.18% | |
| MCHP | D | 0.18% | |
| EXR | C | 0.17% | |
| GLW | B | 0.17% | |
| RMD | C | 0.16% | |
| HUM | F | 0.16% | |
| SYY | C | 0.16% | |
| DFS | C | 0.15% | |
| HIG | B | 0.15% | |
| HPQ | C | 0.15% | |
| ED | B | 0.15% | |
| XEL | B | 0.15% | |
| LYB | D | 0.14% | |
| XYL | C | 0.14% | |
| FITB | B | 0.13% | |
| ADM | D | 0.13% | |
| BRO | C | 0.13% | |
| ROK | D | 0.13% | |
| WEC | B | 0.13% | |
| TSCO | B | 0.13% | |
| CDW | D | 0.13% | |
| CAH | C | 0.12% | |
| STT | B | 0.12% | |
| K | A | 0.12% | |
| AWK | C | 0.12% | |
| HSY | D | 0.12% | |
| TROW | C | 0.11% | |
| BR | C | 0.11% | |
| CHD | C | 0.11% | |
| ERIE | B | 0.11% | |
| RJF | C | 0.11% | |
| DOV | B | 0.11% | |
| LII | C | 0.1% | |
| WST | D | 0.1% | |
| AEE | B | 0.1% | |
| HUBB | B | 0.1% | |
| STE | B | 0.1% | |
| ES | B | 0.1% | |
| PFG | B | 0.09% | |
| CSL | B | 0.09% | |
| CLX | C | 0.09% | |
| BAH | B | 0.09% | |
| RF | B | 0.09% | |
| MKC | C | 0.09% | |
| ATO | B | 0.09% | |
| CMS | B | 0.09% | |
| BBY | A | 0.09% | |
| CINF | C | 0.09% | |
| ARE | C | 0.09% | |
| CBOE | C | 0.09% | |
| WRB | D | 0.09% | |
| TSN | D | 0.08% | |
| WSO | C | 0.08% | |
| AVY | C | 0.08% | |
| FDS | C | 0.08% | |
| JBHT | D | 0.08% | |
| EXPD | B | 0.08% | |
| MAS | B | 0.08% | |
| WLK | C | 0.08% | |
| MAA | C | 0.08% | |
| ESS | C | 0.08% | |
| PKG | B | 0.08% | |
| STLD | C | 0.08% | |
| WSM | C | 0.08% | |
| GPC | D | 0.08% | |
| UDR | C | 0.07% | |
| NI | B | 0.07% | |
| LNT | A | 0.07% | |
| KEY | C | 0.07% | |
| RS | D | 0.07% | |
| RPM | B | 0.07% | |
| IEX | C | 0.07% | |
| SWK | B | 0.07% | |
| FNF | B | 0.07% | |
| DGX | B | 0.07% | |
| HRL | F | 0.07% | |
| CHRW | B | 0.06% | |
| EMN | B | 0.06% | |
| REG | C | 0.06% | |
| AES | C | 0.06% | |
| ELS | D | 0.06% | |
| MORN | C | 0.06% | |
| CASY | D | 0.06% | |
| RNR | B | 0.06% | |
| FIX | B | 0.06% | |
| EVRG | B | 0.06% | |
| POOL | C | 0.06% | |
| GGG | C | 0.06% | |
| RGA | C | 0.06% | |
| CE | D | 0.06% | |
| HEI | C | 0.06% | |
| NDSN | C | 0.06% | |
| DPZ | D | 0.06% | |
| SNA | B | 0.06% | |
| WTRG | D | 0.05% | |
| ALB | D | 0.05% | |
| UNM | B | 0.05% | |
| LECO | D | 0.05% | |
| BEN | F | 0.05% | |
| RRX | C | 0.05% | |
| REXR | C | 0.05% | |
| AFG | C | 0.05% | |
| SCI | C | 0.05% | |
| IPG | C | 0.05% | |
| ITT | B | 0.05% | |
| CUBE | C | 0.05% | |
| SJM | C | 0.05% | |
| JKHY | B | 0.05% | |
| SSD | C | 0.04% | |
| UFPI | C | 0.04% | |
| OGE | B | 0.04% | |
| AIT | B | 0.04% | |
| ENSG | D | 0.04% | |
| LAD | B | 0.04% | |
| NNN | B | 0.04% | |
| DCI | C | 0.04% | |
| INGR | B | 0.04% | |
| CHE | C | 0.04% | |
| SEIC | B | 0.04% | |
| TTC | F | 0.04% | |
| EGP | C | 0.04% | |
| PRI | B | 0.04% | |
| ORI | B | 0.04% | |
| RGLD | C | 0.04% | |
| GL | D | 0.04% | |
| CHDN | D | 0.04% | |
| MKTX | D | 0.04% | |
| EVR | B | 0.04% | |
| PNW | C | 0.04% | |
| HII | F | 0.04% | |
| AIZ | B | 0.04% | |
| ATR | B | 0.04% | |
| AOS | B | 0.04% | |
| THO | C | 0.03% | |
| TKR | C | 0.03% | |
| CBT | B | 0.03% | |
| LFUS | C | 0.03% | |
| BMI | B | 0.03% | |
| R | C | 0.03% | |
| TRNO | D | 0.03% | |
| FAF | B | 0.03% | |
| AXS | B | 0.03% | |
| OSK | F | 0.03% | |
| BOKF | C | 0.03% | |
| PB | D | 0.03% | |
| ZION | D | 0.03% | |
| RLI | B | 0.03% | |
| AGCO | D | 0.03% | |
| MSA | D | 0.03% | |
| RHI | D | 0.03% | |
| STAG | D | 0.03% | |
| WTFC | C | 0.03% | |
| CFR | C | 0.03% | |
| WBA | F | 0.03% | |
| SSB | C | 0.03% | |
| FR | C | 0.03% | |
| ADC | C | 0.03% | |
| CBSH | D | 0.03% | |
| WDFC | C | 0.02% | |
| NWE | A | 0.02% | |
| POWI | F | 0.02% | |
| BANF | C | 0.02% | |
| CCOI | C | 0.02% | |
| GFF | C | 0.02% | |
| MAN | C | 0.02% | |
| PRGO | F | 0.02% | |
| SR | B | 0.02% | |
| IBOC | D | 0.02% | |
| CNO | C | 0.02% | |
| KAI | C | 0.02% | |
| BKH | B | 0.02% | |
| ASH | F | 0.02% | |
| AGO | D | 0.02% | |
| FUL | D | 0.02% | |
| AVNT | B | 0.02% | |
| NJR | C | 0.02% | |
| DDS | D | 0.02% | |
| OZK | F | 0.02% | |
| FELE | B | 0.02% | |
| PII | D | 0.02% | |
| POR | B | 0.02% | |
| AVT | B | 0.02% | |
| CNS | B | 0.02% | |
| FLO | C | 0.02% | |
| GATX | D | 0.02% | |
| LANC | F | 0.02% | |
| MATX | B | 0.02% | |
| UBSI | D | 0.02% | |
| AL | C | 0.02% | |
| UMBF | C | 0.02% | |
| UGI | B | 0.02% | |
| IDA | B | 0.02% | |
| SWX | C | 0.02% | |
| SON | D | 0.02% | |
| NXST | D | 0.02% | |
| THG | C | 0.02% | |
| FFIN | C | 0.02% | |
| HOMB | D | 0.02% | |
| SLGN | B | 0.02% | |
| SIGI | D | 0.02% | |
| NFG | B | 0.02% | |
| MDU | B | 0.02% | |
| BC | C | 0.02% | |
| WTS | C | 0.02% | |
| BCPC | C | 0.02% | |
| EXPO | B | 0.02% | |
| CADE | C | 0.02% | |
| SCVL | C | 0.01% | |
| TR | C | 0.01% | |
| WABC | D | 0.01% | |
| UVV | D | 0.01% | |
| LNN | C | 0.01% | |
| CSGS | C | 0.01% | |
| TCBK | D | 0.01% | |
| HMN | C | 0.01% | |
| APOG | B | 0.01% | |
| SRCE | D | 0.01% | |
| NWN | B | 0.01% | |
| STBA | D | 0.01% | |
| AGM | D | 0.01% | |
| ANDE | D | 0.01% | |
| LKFN | D | 0.01% | |
| SCL | D | 0.01% | |
| CHCO | D | 0.01% | |
| GTY | C | 0.01% | |
| WSBC | D | 0.01% | |
| TNC | D | 0.01% | |
| SYBT | C | 0.01% | |
| SJW | F | 0.01% | |
| DKL | D | 0.01% | |
| HI | F | 0.01% | |
| NHC | D | 0.01% | |
| LMAT | B | 0.01% | |
| NBTB | D | 0.01% | |
| SXI | C | 0.01% | |
| FRME | D | 0.01% | |
| MTRN | D | 0.01% | |
| WOR | F | 0.01% | |
| TOWN | D | 0.01% | |
| HNI | C | 0.01% | |
| HWKN | B | 0.01% | |
| INDB | D | 0.01% | |
| SFNC | C | 0.01% | |
| CPK | B | 0.01% | |
| TRN | C | 0.01% | |
| WAFD | D | 0.01% | |
| IOSP | F | 0.01% | |
| ABR | B | 0.01% | |
| KWR | D | 0.01% | |
| AVA | B | 0.01% | |
| WSFS | D | 0.01% | |
| AWR | C | 0.01% | |
| CWT | D | 0.01% | |
| CBU | D | 0.01% | |
| FIBK | C | 0.01% | |
| ABM | D | 0.01% | |
| ASB | D | 0.01% | |
| NSP | F | 0.01% | |
| JJSF | B | 0.01% | |
| MGEE | C | 0.01% | |
| OTTR | F | 0.01% | |
| AUB | D | 0.01% | |
| BRC | B | 0.01% | |
| FLIC | C | 0.0% | |
| BMRC | D | 0.0% | |
| JOUT | F | 0.0% | |
| ARTNA | F | 0.0% | |
| ODC | D | 0.0% | |
| HVT | F | 0.0% | |
| CTO | D | 0.0% | |
| AROW | D | 0.0% | |
| THFF | D | 0.0% | |
| HIFS | D | 0.0% | |
| YORW | D | 0.0% | |
| WASH | C | 0.0% | |
| CASS | D | 0.0% | |
| SMBC | C | 0.0% | |
| PLOW | C | 0.0% | |
| UHT | C | 0.0% | |
| GSBC | D | 0.0% | |
| HBNC | D | 0.0% | |
| MBWM | D | 0.0% | |
| MATW | F | 0.0% | |
| HFWA | D | 0.0% | |
| SPTN | C | 0.0% | |
| FCBC | D | 0.0% | |
| PFC | D | 0.0% | |
| TMP | D | 0.0% | |
| MNRO | C | 0.0% | |
| HY | F | 0.0% | |
| CTBI | D | 0.0% | |
| AMSF | C | 0.0% | |
| GRC | D | 0.0% | |
| SBSI | D | 0.0% | |
| GABC | D | 0.0% | |
| MSEX | C | 0.0% |
PFM Underweight 18 Positions Relative to YLDE
PFM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Specialty Chemicals
Utilities - Regulated Electric
Insurance - Property & Casualty
Business Services
Asset Management
Capital Markets
Insurance - Life
Packaged Foods
REIT - Industrial
Utilities - Diversified
Utilities - Regulated Gas
Utilities - Regulated Water
Aerospace & Defense
Drug Manufacturers - Major
Semiconductors
Tools & Accessories
Building Materials
Household & Personal Products
YLDE: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Household & Personal Products
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Building Materials
Chemicals
Communication Equipment
Confectioners
Consumer Electronics
Copper
Compare ETFs
